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⚲
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| Fairbank Investment Management Limited
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|
|
|---|---|
| CRD # | 300753 |
| SEC # | 801-115054 |
| CIK # | |
| AUM | $177.8 MM (2024-01-23) |
| Employees | 8 (75% Investors, 0% Brokers) |
| Phone | 905-707-1991 |
| Address | 7822 Yonge Street Thornhill Ontario, Canada |
| Source | [IAPD] [Website] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 57 | 84.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 1 | 32.8 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 15 | 60.1 |
| (n) Other | 0 | 0.0 |
| Total | 73 | 177.8 |
| By Discretionary | ||
| Discretionary | 73 | 177.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 73 | 177.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 172.1 | |
| United States Persons | 5.6 | |
| Total | 73 | 177.8 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Easley Investment Consultants Inc
✚
|
MS | 0.2 |
|
The Perspective Group LLC
✚
|
KS | 0.2 |
|
Watters Financial Services LLC
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|
NJ | 0.2 |
|
Riverglades Family Offices LLC
✚
|
FL | 0.2 |
|
Barnstone Advisors LLC
✚
|
PA | 0.2 |
|
SPWM Advisors LLC
✚
|
MI | 0.2 |
|
Decatur Capital Management Inc
✚
|
GA | 0.2 |
|
Secrest Blakey & Associates LLC
✚
|
NC | 0.2 |
|
Strategic Advisory Services LLC
✚
|
TN | 0.2 |
|
Decisionmap Wealth Management LLC
✚
|
VA | 0.2 |